Configure your MYOB PayGlobal Integration

Payglobal

Configuring the MYOB Payglobal integration will enable you to export clocking data to a pre-existing SFTP Server.

Requirements:

• Host address
• SFTP Login Details
  
  • Username
  • Password

Enabling the integration

1. Go to Settings
2. Click on Integrations
3. Search for MYOB Payglobal
4. Click Connect
5. Check the Enabled checkbox
   
6. Enter Basic details
   Payglobal hosted SFTP servers will require hostname of ftp.myobpayglobal.com
   
7. Encryption
   Select the Use basic auth checkbox
8. Fill out the Import Profile
   • Enter Import directory details starting with /. eg /Outbound, /EmployeeExport
     This directory will be where BundyPlus live will import an employee file generated by MYOB Payglobal
   • Enable the checkbox to enable importing groups within the employee file
   • Enable the checkbox to enable importing Annual leave totals within the employee file
     • Employees can only view this value in the BundyPlus Now App
   • Select the Leave pay item to display - Must have an existing leave pay item
     *See Employee.txt file at the end of this guide for a Sample employee file
     
9. Fill out the Export Profile
   • Enter Export directory details followed by a '/'
     This directory will be where BundyPlus Live will create the employee clocking text file usually the noted 'Inbound' folder on the SFTP server. 
   • Select the export file type
     • TXT
     • CSV
       
10. Click Save

Creating your Payrun

1. Go to Settings
2. Click on Payruns
3. Click on Add Payrun
4. Enter Name of the payrun. Eg. Payglobal, Weekly, PG etc
5. Click Next
6. Leave the date details as this does not affect the transactions being sent
   
7. Change the integration type to MYOB Payglobal
8. Select your required file format:
   
   • Timesheet clockings
     All clocking events will be exported on the next scheduled export defined in step 6.
   • Timesheet clockings (Approval)
     This will require timesheets be approved before they are able to be exported. Enable approval levels here
     
9. Check Do you want to schedule automatic importing? and select an Export Frequency
   
   • Hourly: Import employees every hour on the hour. eg, 4pm, 5pm, 6pm etc
     
   • Daily: Import daily at a specified time.
   • Weekly: Import weekly at a specified day and time.
   • Manual: Import only when clicking the Import Now button in the Settings > Payruns screen
     Note: This Import Now button will always appear for any mode to allow for ad-hoc import requirements
     
     
     
10. Check Do you want to schedule automatic exporting? and select an Import Frequency
    
    • Hourly: Export clocking events every hour on the hour. eg, 4pm, 5pm, 6pm etc
      
    • Daily: Export daily at a specified time.
    • Weekly: Export weekly at a specified day and time.
    • Manual: Export only when clicking the Import Now button in the Settings > Payruns screen
      Note: This Import Now button will always appear for any mode to allow for ad-hoc import requirements
      
      
11. Click Next
12. Click Next
13. Check the option to enable payrun as default
    
    
14. Click Save

You have now successfully connected and configured your MYOB Payglobal payrun.

Import Employees manually

Ensure you have the employee file ready in the SFTP Server

1. Go to Settings
2. Click on Payruns
3. Click on the Import Now button under the Auto Import column against the payrun you have created.
   Note: Once this is complete, the employee file in the SFTP server will be DELETED
4. This will start the import process and create all employees present in the employee file.

You have now successfully imported all employees.